AE Wealth Management’s Welltower WELL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $463K | Buy |
3,013
+930
| +45% | +$143K | ﹤0.01% | 948 |
|
|
2025
Q1 | $319K | Buy |
2,083
+151
| +8% | +$23.1K | ﹤0.01% | 1057 |
|
|
2024
Q4 | $244K | Buy |
1,932
+315
| +19% | +$39.7K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $207K | Sell |
1,617
-1,211
| -43% | -$155K | ﹤0.01% | 1168 |
|
|
2024
Q2 | $295K | Buy |
+2,828
| New | +$295K | ﹤0.01% | 1037 |
|
|
2024
Q1 | – | Sell |
-10,250
| Closed | -$896K | – | 1987 |
|
|
2023
Q4 | $896K | Buy |
10,250
+1,154
| +13% | +$101K | ﹤0.01% | 1200 |
|
|
2023
Q3 | $745K | Buy |
9,096
+580
| +7% | +$47.5K | ﹤0.01% | 1211 |
|
|
2023
Q2 | $689K | Sell |
8,516
-542
| -6% | -$43.8K | ﹤0.01% | 1240 |
|
|
2023
Q1 | $649K | Sell |
9,058
-1,211
| -12% | -$86.8K | ﹤0.01% | 1226 |
|
|
2022
Q4 | $673K | Sell |
10,269
-3,298
| -24% | -$216K | ﹤0.01% | 1155 |
|
|
2022
Q3 | $873K | Buy |
13,567
+5,050
| +59% | +$325K | 0.01% | 992 |
|
|
2022
Q2 | $701K | Buy |
8,517
+215
| +3% | +$17.7K | 0.01% | 1026 |
|
|
2022
Q1 | $798K | Buy |
8,302
+867
| +12% | +$83.3K | 0.01% | 1002 |
|
|
2021
Q4 | $638K | Buy |
7,435
+1,427
| +24% | +$122K | ﹤0.01% | 1160 |
|
|
2021
Q3 | $495K | Sell |
6,008
-173
| -3% | -$14.3K | ﹤0.01% | 1170 |
|
|
2021
Q2 | $514K | Buy |
6,181
+113
| +2% | +$9.4K | ﹤0.01% | 1128 |
|
|
2021
Q1 | $435K | Sell |
6,068
-480
| -7% | -$34.4K | ﹤0.01% | 1083 |
|
|
2020
Q4 | $423K | Sell |
6,548
-295
| -4% | -$19.1K | ﹤0.01% | 1014 |
|
|
2020
Q3 | $377K | Sell |
6,843
-1,879
| -22% | -$104K | 0.01% | 961 |
|
|
2020
Q2 | $451K | Sell |
8,722
-10,613
| -55% | -$549K | 0.01% | 911 |
|
|
2020
Q1 | $885K | Buy |
19,335
+1,814
| +10% | +$83K | 0.02% | 512 |
|
|
2019
Q4 | $1.43M | Buy |
17,521
+3,250
| +23% | +$266K | 0.03% | 440 |
|
|
2019
Q3 | $1.29M | Sell |
14,271
-5,102
| -26% | -$463K | 0.04% | 376 |
|
|
2019
Q2 | $1.58M | Buy |
19,373
+4,582
| +31% | +$373K | 0.05% | 290 |
|
|
2019
Q1 | $1.15M | Sell |
14,791
-3,702
| -20% | -$287K | 0.08% | 197 |
|
|
2018
Q4 | $1.28M | Sell |
18,493
-12,306
| -40% | -$854K | 0.22% | 116 |
|
|
2018
Q3 | $1.98M | Buy |
30,799
+19,802
| +180% | +$1.27M | 0.11% | 135 |
|
|
2018
Q2 | $689K | Buy |
10,997
+3,416
| +45% | +$214K | 0.05% | 221 |
|
|
2018
Q1 | $413K | Buy |
7,581
+641
| +9% | +$34.9K | 0.03% | 274 |
|
|
2017
Q4 | $443K | Buy |
6,940
+108
| +2% | +$6.89K | 0.04% | 250 |
|
|
2017
Q3 | $480K | Sell |
6,832
-1,197
| -15% | -$84.1K | 0.04% | 239 |
|
|
2017
Q2 | $601K | Buy |
8,029
+161
| +2% | +$12.1K | 0.07% | 210 |
|
|
2017
Q1 | $557K | Buy |
7,868
+1,866
| +31% | +$132K | 0.1% | 159 |
|
|
2016
Q4 | $402K | Buy |
+6,002
| New | +$402K | 0.16% | 129 |
|